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Local consultants that will help your firm take flight.

Find a consultant
  • OTB Consulting

    OTB Consulting has been a leader in law practice management consulting since 1994. We have designed and implemented legal workflow systems for thousands of law firms of all sizes and practice areas, nationally and internationally, that increase a law firm’s productivity and efficiency, and improve the quality of legal services the firm is able to deliver to its clients, at a lower cost. Using this experience, OTB developed the U.S. Litigation Packages that are available on the Actionstep Marketplace. OTB combines its experience and expertise with the cutting-edge workflow tools of Actionstep to bring the benefits of our systems approach to the Cloud, which reduces infrastructure costs so that you can concentrate on practicing law, and not have to be a part-time computer technician.

  • Deborah Brash Consulting LLC

    Deborah Brash Consulting LLC (DBC) has over 30 years of experience in the computer industry on PC and Macintosh platforms. DBC specializes in assistance with practice transition into Actionstep including data imports, workflow design and staff training. DBC also provides custom design services in Actionstep, including creation of document automation templates and specialized reporting. DBC offers packaged Actionstep workflows for the legal practice areas of: Estate Planning, Medicaid, Probate, Trust Administration, Personal Injury, Litigation, and Family Law. DBC also offers packaged workflows for tracking marketing, referral sources and ROI in Actionstep: CRM (tracks inquiries & prospects), and Seminar (tracks attendees & event). DBC has also built workflows for the legal practice areas of Employment Law, Workers Compensation, Social Security Disability and Real Estate Law. Please see the Actionstep Marketplace for more information on packaged workflows offered by DBC.

  • Borek Consulting Group

    For more than 20 years, Borek Consulting Group has been helping law firms and other consulting businesses maximize their revenue with effective practice management tools. Our goal is to help you create and streamline solutions that improve efficiency and reduce costs. We work with your team to implement and customize the software to meet your specific needs. This unique ability to customize features can help ease of use, which improves your staff’s efficiency and productivity. After implementation, our certified consultants work with your team to teach them how to use the software most effectively. We also provide support for all of your ongoing needs, including troubleshooting, training, and conversion from other products. Think of us as your firm’s partner in success!

  • 2b1 Inc

    Let 2b1 Inc. guide you through the maze of hardware and software options that best suit your firm’s business needs. 2b1 Inc. can install, upgrade and customize your software and hardware to streamline the way you do business. We leverage technology and implement solutions that reduce your costs and increase your revenues.

    We specialize in Practice Management, Document Management, Billing/Accounting Software, and computer network setup.

    San Francisco, CA

  • AB Sims

    A.B. Sims Consulting is a provider of technology consulting services for law firms. Founded in 1992 in Ann Arbor, Michigan, the firm is now headquartered in Kansas City, Missouri. We are experienced and always growing in experience and knowledge. We are ready to help you navigate the legal software maze.

    Kansas City, MO

  • Affinity Consulting

    Affinity Consulting is led by a group of lawyers, speakers and IT experts. If you are looking for a team you can partner with that will help improve your law office you’ve found them here, at Affinity Consulting.

  • Basha Systems

    Since 1996, Basha Systems LLC has been dedicated to redesigning the legal process through technology. Specifically, we focus on those technological solutions that drive productivity and decrease cost. Our goal is to bring affordable legal services to all people, by driving down the cost of providing legal services, while, at the same time, making the provision of those same legal services more profitable. We specialize in document assembly, workflow automation, and practice management. As part of the 3545 Consulting we bring a team of over 25 consulting professionals to bear building solutions for our clients.

  • Document & Data Solutions, LLC

    At Document & Data Solutions (DDS), we specialize in the automation of common tasks your company deals with every day. We are experts in the fields of Document Automation and are proud to be certified trainers and consultants for Actionstep. DDS was also one of the original two companies certified by HotDocs and it has been a core of our services since day one. We provide template development, training and integration services. Contact us today for a no-obligation discussion of your needs.

  • Ettinger Consulting

    Ettinger Consulting has over 34 years of combined experience in Actionstep customizations, automation, process management and training law firms. We prefer the “relationship” approach. We want to get to know you, your goals AND your frustrations. Because we have personally worked in an Elder Care law firm for many years, we know the frustrations, struggles and roadblocks. Getting to know you and your goals helps us provide advice for your front and back office functionality and then implement that into your Actionstep. We specialize in Elder Care Law Firm processes, HotDocs template customization, Actionstep coding and workflows and process management. We have seen law firms save over 650 hours annually through automation and standardization offered in Actionstep. We were also able to cut their printing by 250,000+ prints per year. This streamlines your office, improves the client’s experience and ultimately reflects in your bottom line. Schedule your free Discovery Meeting and let us help you help your clients and employees.

    United States & Canada
    406 285 1868

  • Law Office Technology Solutions

    Law Office Technology Solutions has over 15 Years of experience specializing in providing legal technology consulting services. A successful law firm depends on smart practice management. A good practice management system should allow you to manage virtually every piece of information in your practice. ActionStep is leading the way with a feature set that can’t be matched. Law Office Technology Solutions can assist you in taking your practice to the next level using ActionStep. We offer full customization, training and a guided hand in helping through this process.

  • Lean ED

    LeanED leverages Actionstep to help your small or medium-size firm achieve more than ever before. We have more than 25 years of experience developing and managing IT solutions. You can count on LeanED’s background to bring creative and effective ideas to your practice that help you and your team become even more productive. Let’s talk about what you want to achieve with Actionstep.

  • Mainbrace Consulting

    You bought Actionstep to solve a problem, make life easier, or help you create something bigger. Get there faster and easier with Mainbrace. Call to find out how.

  • Matrix Solutions

    Switching practice management systems doesn’t have to be a complicated, difficult process. It shouldn’t be – and, with us, it won’t be. At Matrix Solutions, we offer a unique approach to keeping your systems running, your investment affordable and your possibilities limitless.

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